S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,884
New
Increased
Reduced
Closed

Top Buys

1
+$144M
2
+$53.6M
3
+$23.1M
4
PTON icon
Peloton Interactive
PTON
+$14.6M
5
ABT icon
Abbott
ABT
+$4.07M

Top Sells

1
+$203M
2
+$22.9M
3
+$22.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.86M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.65M

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 5.03%
3 Financials 4.21%
4 Healthcare 3.41%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$4K ﹤0.01%
96
+28
2277
$4K ﹤0.01%
+100
2278
$4K ﹤0.01%
117
2279
$4K ﹤0.01%
72
-5
2280
$4K ﹤0.01%
237
+61
2281
$4K ﹤0.01%
154
+98
2282
$4K ﹤0.01%
350
2283
$4K ﹤0.01%
639
2284
$4K ﹤0.01%
35
+8
2285
$4K ﹤0.01%
107
2286
$4K ﹤0.01%
+100
2287
$4K ﹤0.01%
+300
2288
$4K ﹤0.01%
+400
2289
$4K ﹤0.01%
77
+62
2290
$4K ﹤0.01%
62
2291
$4K ﹤0.01%
132
+75
2292
$4K ﹤0.01%
99
2293
$4K ﹤0.01%
+44
2294
$4K ﹤0.01%
+71
2295
$4K ﹤0.01%
+50
2296
$4K ﹤0.01%
+300
2297
$4K ﹤0.01%
287
2298
$4K ﹤0.01%
123
+100
2299
$4K ﹤0.01%
283
2300
$3K ﹤0.01%
53
90 91
92
93 94